Core Viewpoint - Yongdong Co., Ltd. has received approval from the Shenzhen Stock Exchange for its application to issue shares to specific targets, aiming to raise no more than 365 million yuan for a deep processing project of coal tar and to supplement working capital, marking a significant step in the company's strategy for extending and upgrading its coal tar deep processing industry chain [1][2]. Group 1 - The core project, "2×100,000 tons/year anthracene oil deep processing project," has a total investment of 266 million yuan and is expected to produce 190,000 tons of decrystallized anthracene oil, 5,000 tons of anthraquinone, and 2,000 tons of carbazole annually [1]. - Decrystallized anthracene oil will serve as a key raw material for producing high-end carbon black, enabling the company to achieve self-sufficiency in critical raw materials and mitigate quality fluctuations from external sourcing, which is expected to lower procurement costs and enhance product quality stability [1][2]. - Anthraquinone and carbazole are high-value fine chemical products that will open new profit growth points for the company [1]. Group 2 - The project has three core advantages: first, it strengthens the synergy of the industrial chain by creating a complete circular model of "coal tar processing + carbon black production + flue gas power generation + fine chemical new materials," further enhancing the industrial closed loop [2]. - Second, it accelerates the transformation towards high-end products, as the new project will provide quality raw materials to support the increase in the proportion of specialty carbon black, aiding entry into high-end markets such as green tires [2]. - Third, it practices the concept of green development by employing advanced environmental protection technologies, achieving flue gas incineration treatment and zero wastewater discharge, aligning with the "dual carbon" policy direction [2]. Group 3 - As a leading enterprise in the coal tar deep processing field, this capital increase will further solidify the company's industrial advantages, while the supplementation of working capital will optimize its capital structure and enhance risk resistance [2]. - The implementation of the project is expected to consolidate the company's market share in the mid-to-high-end carbon black sector and promote the realization of the "circular economy green development" concept [2]. - With the new project coming online and the release of specialty carbon black production capacity, Yongdong Co., Ltd. is anticipated to enhance its core competitiveness and profitability under the dual drive of raw material self-control and product structure upgrading [2].

Core Viewpoint - Shanxi Yongdong Chemical Co., Ltd. has responded to the Shenzhen Stock Exchange's inquiry regarding its compliance in hazardous chemical production and the progress of its fundraising projects, confirming its adherence to safety regulations and the advancement of its 2×100,000 tons/year anthracene oil deep processing project [1][2][6] Compliance and Safety Management - The company has established a comprehensive safety management system and has obtained necessary certifications, including safety production licenses and hazardous chemical registration certificates, ensuring compliance with relevant laws and regulations [1][2] - Since January 1, 2022, the company has not experienced any hazardous chemical safety incidents and has not faced investigations or administrative penalties [1][2] Project Progress and Implementation - The 2×100,000 tons/year anthracene oil deep processing project has received all necessary approvals, including energy-saving and environmental impact assessments, with a production capacity expected to reach 190,000 tons of decrystallized anthracene oil, 5,000 tons of anthraquinone, and 2,000 tons of carbazole annually [2][3] - The project is set to commence construction in March 2025, with some equipment already ordered, and does not require a new energy-saving review [3] Technical and Market Viability - The production technologies for decrystallized anthracene oil and carbazole are compatible with existing production processes, and the company has mastered the core technology for anthraquinone production [3] - The company has established connections with potential customers for carbazole and anthraquinone, indicating a feasible sales outlook [3] Cost Efficiency and Strategic Fit - The in-house production of decrystallized anthracene oil is expected to reduce costs compared to purchasing from external suppliers, enhancing the company's competitiveness in the specialty carbon black market [4] - The fundraising project aligns with the company's development strategy and market demand, having been thoroughly reviewed and approved by the board and shareholders [5] Media and Public Perception - The underwriting institution has confirmed that there have been no significant public controversies or media criticisms regarding the company's refinancing application, ensuring that all disclosed information is accurate and complete [6]

Group 1: Company Capacity and Product Lines - The current production capacity for carbon black is 410,000 tons/year, coal tar deep processing capacity is 600,000 tons/year, modified asphalt is 200,000 tons/year, and crude phenol refining is 15,000 tons/year [1] - The company plans to expand its product line into new materials through coal chemical deep processing, enhancing the stability of carbon black quality [1] - The "2×100,000 tons/year anthracene oil deep processing project" and "500,000 tons/year coal tar deep processing project" have been approved by the shareholders' meeting, which will enrich the product line in the new materials sector [1] Group 2: Strategic Business Development - The company aims to extend carbon black products into high-end markets, with a project for fine processing of coal tar and special carbon black, targeting 70,000 tons/year of specialty carbon black [2] - The planned "500,000 tons/year coal tar deep processing project" will enhance the company's processing capacity to one million tons, strengthening its market competitiveness [2] - The project for extracting high-value products from anthracene oil is expected to meet the growing demand for mid-to-high-end carbon black, benefiting from the rapid development of downstream industries [2] Group 3: Energy Utilization and Cost Efficiency - The company has implemented a carbon black tail gas power generation system, achieving self-supply of electricity for production and office use, significantly reducing electricity costs [6] - By reusing waste heat from coal tar processing, the company lowers gas consumption and enhances energy efficiency across its operations [6] - The integration of production processes allows for reduced transportation costs and improved safety and efficiency in raw material handling [2] Group 4: Product Applications - Main products include carbon black and coal tar processing products, with carbon black used as a reinforcing filler in rubber and as a pigment in various industries [7] - Coal tar products such as modified asphalt, industrial naphthalene, and phenolic oil are utilized in diverse applications, including the production of high-power electrode blocks and various chemical intermediates [7] - The company’s products serve critical roles in industries such as textiles, pharmaceuticals, and agriculture, with a focus on high-value applications like dyes and pesticides [4][7]

证券代码：603188 证券简称：亚邦股份 公告编号：2025-021 江苏亚邦染料股份有限公司 关于 2025 年第一季度主要经营数据的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 江苏亚邦染料股份有限公司（以下简称"本公司"或"公司"）上海证券 交易所《上市公司自律监管指引第 3 号——行业信息披露之十三号 化工》、 《关于做好主板上市公司 2025 年第一季度报告披露工作的通知》要求，现将 2025 年一季度主要经营数据披露如下： 注：公司本期染料板块产销趋于稳定，农药板块因市场因素停止产销。 二、 主要产品和原材料的价格变动情况 （一） 主要产品价格变动情况 | 主要产品 | 2025 年 1 至 3 | 月 | 2024 年 1 3 | 至 | 月 | 变动比率（%） | | --- | --- | --- | --- | --- | --- | --- | | | 平均售价（元/吨） | | 平均售价（元/吨） | | | | | 染料 | | 60,162.05 | | | 61,139.86 | ...